Jordan Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 18 years of industry experience. His work history includes roles at People's United Advisors, Inc. and People's Securities, Inc. Sullivan is also associated with Wilmington Advisors at M&T in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by proprietary and third-party research.

Tiffany Lyga is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Liberty Bank and Raymond James since 2016. Tiffany also works as a financial advisor with Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Ryan Kubasek is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2016, following a brief period at Neuberger Berman LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Hannah Verdi is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at MetLife Group, Raven Capital Management, and FactSet. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Matthew Cole is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts strategies as clients' circumstances evolve. Matthew's expertise encompasses general investing, retirement planning, and preparing for unforeseen life events. He emphasizes understanding what is important to each client and collaborates with them to create personalized financial plans. He holds a Bachelor's Degree from Fairfield University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Matthew has interests in basketball, golfing, and soccer.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on investment committees for the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and platform options.

Mario Giovannucci is a financial advisor at LPL Financial with 39 years of industry experience. His prior roles include positions at Securities America Inc., Securities America Advisors, and National Planning Corporation. In addition to his advisory work, he is a commissioned notary and has been involved in selling various insurance products since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning, advisory programs, and retirement consulting, supported by both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Zakary Cianciolo is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in the restaurant and bar industry as a co-owner and silent partner in several businesses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and supports various event-driven planning services such as divorce and estate settlement.

Brooke Hourigan Bertholf is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and 26 years of industry experience. Her career includes positions at Metlife Securities and Metropolitan Life Insurance from 2001 to 2017, followed by roles at Mass Mutual Investors Services and Massmutual Life Insurance Co since 2016 and 2017 respectively. Outside of her advisory work, she is an insurance agent focusing on various insurance products and a co-owner of an LLC for investment properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, and organizations. The firm structures financial planning as an annual, collaborative process using firm-approved tools and offers specialized services including event-driven planning such as divorce and estate settlement.

Louis Follo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial and its predecessor firm since 1994. Outside of advisory work, he is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Tutin is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2017 and previously at Webster Bank. He serves as Treasurer on the board of VARK, Inc., a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Althea Mortensen is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. Her prior work history includes roles at Mount Holyoke College and UMass Amherst. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Richard Caruso is a financial advisor with Cambridge Investment Research Advisors in Bristol, CT, holding 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and also serves as an independent insurance agent through Tracy, Driscoll Co., Inc., a role he has held since 1987. His work history includes long-term engagements with Connecticut Mutual Life Insurance Company and Ohanesian/Lecours, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Annette Hassan is a financial advisor with LPL Financial in Terryville, CT, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and also has a long tenure with Webster Investment Services, Inc. since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

David Mulhall is a Series 66-licensed financial advisor with LPL Financial, based in Middlebury, CT, and has 21 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2007. Outside of advisory services, he is also involved in seasonal tax preparation and the sale of non-variable insurance products, including health, life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from both in-house and third-party sources.

Bryan Roth is a CFP® designated financial advisor with Edward Jones in Newtown, CT, with 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Paul Raymond is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for six years before joining LPL Financial in 2019. Outside of his advisory role, he serves as head coach for the girls varsity tennis team at St. Paul Catholic High School and is a board member for two nonprofit organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs supported by research and various model portfolio options.

Andrew Garstang is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he serves as Chief Operating Officer and Chief Marketing Officer for Watermark Management Partners and is President of the Southington-Cheshire Community YMCA Board of Managers. He is also a Connecticut-appointed notary public providing free notary services to clients. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized retirement-income consulting team to support its clients.

Harold Smith Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 40 years of experience in financial advising and wealth management, including roles as Senior Vice President and Wealth Management Advisor at Merrill for 28 years, Executive Vice President at Webster Bank for more than 20 years, and member of KPMG Peat Marwick, C.P.A.'s for 2 years. Harold holds the Chartered Financial Consultant (ChFC) designation, the Certified Financial Planner (CFP) certification, and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Georgetown University. Throughout his career, Harold has worked with high-net-worth clients, advising on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. His approach involves working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Harold also collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Harold resides in Middlebury, Connecticut, with his wife and two children and is a former Captain in the United States Marine Corps. He has been involved in various community service organizations and board memberships, including the United Way, Naugatuck Valley Development Corporation, Waterbury Association for Retarded Citizens, Waterbury Development Corporation, Waterbury Hospital Corporation, and the YMCA. His personal interests include golfing, hiking, skiing, and tennis.

Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.